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Sendero Wealth Management, LLC: KDP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sendero Wealth Management, LLC on KDP, newest first. How the timeline and the estimate are built.

Sendero Wealth Management, LLC held 376,291 KDP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 376,291 shares
    Change vs previous 13F +46,599 shares

    1.23% of the 13F portfolio, value $12,316,005.

    13F-HR 0001639375-26-000013 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 329,692 shares
    Change vs previous 13F +10,890 shares

    0.96% of the 13F portfolio, value $8,680,791.

    13F-HR 0001639375-26-000008 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 318,802 shares
    Change vs previous 13F +76,886 shares

    0.99% of the 13F portfolio, value $8,929,645.

    13F-HR 0001639375-26-000002 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 241,916 shares
    Change vs previous 13F +19,093 shares

    0.72% of the 13F portfolio, value $6,171,278.

    13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 222,823 shares
    Change vs previous 13F -7,609 shares

    0.92% of the 13F portfolio, value $7,366,529.

    13F-HR/A 0001639375-25-000007 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 230,432 shares
    Change vs previous 13F +82,273 shares

    1.09% of the 13F portfolio, value $7,885,384.

    13F-HR 0001639375-25-000003 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 148,159 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $4,758,868.

    13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).